MS-4018: Draft, Analyze, and Present with Microsoft 365 Copilot
Master Microsoft 365 Copilot across Word, PowerPoint, Excel, Teams, and Outlook through hands-on business scenarios.
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About This Course
Learn to use Microsoft 365 Copilot across Word, PowerPoint, Excel, Teams, and Outlook to draft documents, build presentations, analyze data, and collaborate professionally. Through hands-on exercises with real business scenarios, you'll master prompting techniques that accelerate everyday productivity tasks.
Course Curriculum
10 Lessons
Copilot Chat — Concepts and Strategies
Learn when to reach for Copilot Chat vs the licensed Microsoft 365 Copilot, which surface to open (the Copilot app, Outlook, Teams, Edge, mobile), how the Web / Work / Agents scope changes what Copilot can see, and the iterative research-to-artifact pattern that turns a prompt into a Word doc, deck, or spreadsheet — all inside your organization's Purview and ACL boundary.
Ace Your Interview with Copilot Chat
Practice using Copilot Chat in Microsoft Teams to prepare for a job interview end to end: research the company and interviewer, generate the questions you're likely to be asked, draft your own answers, capture the plan in a Word document, and follow up with a thank-you note in Outlook.
Note: this lab provisions a Windows 11 VM with Microsoft 365 and Copilot preinstalled — allow several minutes for the environment to be ready before you begin.
Copilot in PowerPoint — Concepts and Strategies
Learn the two ways to start a deck in PowerPoint — slash-reference an existing Word or PDF source, or use Agent Mode to build from a chat prompt and Work IQ context (recent Teams meetings, chats, files). Practice iterating slides turn-by-turn, refining images with the Designer Editor, and tightening slide text with prompts that name the audience and outcome.
Build a Presentation from Start to Finish with Copilot in PowerPoint
Build a Contoso Chai Tea client-pitch presentation start to finish: generate the deck from a Word source with slash-reference, add slides via Copilot, generate and edit images with the Designer Editor, refine slide text with targeted prompts, and finish with a Copilot feedback pass. Also try the Agent Mode chat-driven build path as an alternative.
Note: this lab provisions a Windows 11 VM with Microsoft 365 and Copilot preinstalled — allow several minutes for the environment to be ready before you begin.
Copilot in Word — Concepts and Strategies
Learn how Copilot in Word turns sources into a first draft — slash-reference for files, Work IQ for email and meeting context — then how to reshape sections with Agent Mode chat, sharpen paragraphs with targeted rewrites, verify Copilot summaries against their citations, and hand the finished document off to PowerPoint, Outlook, or Teams without leaving the tenant boundary.
Draft, Improve, and Share Your Document with Copilot in Word
Draft a Contoso project report from an existing market-analysis document, use Auto Rewrite to sharpen the product-description paragraph, convert a bulleted list into a table with Visualize as a Table, and finish with a Copilot-generated summary. Also try Agent Mode for chat-driven multi-section rewrites.
Note: this lab provisions a Windows 11 VM with Microsoft 365 and Copilot preinstalled — allow several minutes for the environment to be ready before you begin.
Collaboration with Copilot — Concepts and Strategies
Learn how Microsoft 365 Copilot supports the full collaboration arc — rewriting Teams messages with the right tone, reasoning across your inbox and calendar with Copilot Chat in Outlook (no license required), running productive meetings with Intelligent Recap and Facilitator, and surfacing Copilot Studio agents in the channels where the work happens — all inside your organization's Purview compliance boundary.
Manage Collaboration with Copilot in Teams and Outlook
Practice managing a product launch conversation across Teams and Outlook: post an on-brand message with Copilot's Rewrite and Adjust-tone tools, draft a meeting invite with Copilot in Outlook, and use Copilot Chat in Outlook to reason across your inbox and calendar before you send.
Note: this lab provisions a Windows 11 VM with Microsoft 365 and Copilot preinstalled — allow several minutes for the environment to be ready before you begin.
Copilot in Excel — Concepts and Strategies
Learn the two lenses Copilot puts on your data — the Copilot pane for quick summaries and ad-hoc questions, and Edit with Copilot (formerly Agent Mode) for multi-step workbook builds. Practice framing data-quality checks first, generating trend and comparison charts from prompts, driving PivotTables and Python-in-Excel with natural language, and handing insights off to Word, PowerPoint, or Outlook.
Boost Productivity with Data-Driven Decisions in Copilot for Excel
Analyze a Contoso Chai Tea sales dataset with Copilot in Excel: get an executive-summary overview, generate line and bar charts of sales trends, calculate quarterly totals, and share your top insights via Outlook. Practice both the Copilot pane and the Edit with Copilot / Agent Mode flow, and try Python in Excel for heavier analysis.
Note: this lab provisions a Windows 11 VM with Microsoft 365 and Copilot preinstalled — allow several minutes for the environment to be ready before you begin.
This course includes:
- 24/7 AI Instructor Support
- Live Lab Environments
- 5 Hands-on Lessons
- Completion Badge
Earn Your Badge
Complete all lessons to unlock the MS-4018: Draft, Analyze, and Present with Microsoft 365 Copilot achievement badge.
MS-4018: Draft, Analyze, and Present with Microsoft 365 Copilot
Awarded for completing the MS-4018 course. Demonstrates proficiency in using Microsoft 365 Copilot across Word, PowerPoint, Excel, Teams, and Outlook to draft documents, build presentations, analyze data, and collaborate professionally.
Complete all lessons in this course to earn this badge